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Coppell Advisory Solutions’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Coppell Advisory Solutions’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-689
Closed -$17K – 1030
2024
Q4 		$17K Buy
+689
New +$17.2K ﹤0.01% 932

Other funds holding IBDX

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

Coppell Advisory Solutions's IBDX Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q1 2025, closing a stake of 689 shares — an estimated $17K sold.

Coppell Advisory Solutions first reported a position in IBDX in Q4 2024 and held it in 1 quarter. The position peaked at $17K in Q4 2024. 141 funds tracked by Wall St. Rank hold IBDX as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining iShares iBonds Dec 2032 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 689 iShares iBonds Dec 2032 Term Corporate ETF shares in Q1 2025, an estimated $17K.
  • Coppell Advisory Solutions first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $17K in Q4 2024.
  • 141 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.